Our job is to help preserve the rewards of your labor—from early career through retirement. We’ll take the journey with you and provide guidance on how to achieve your financial goals.

We work with clients we respect and treat them accordingly. At the end of 2016, we managed investments for 140 families, closely held businesses, and foundations, with investable assets of $275 million.

As an Accredited Investment Fiduciary (AIF®) designee, we are obligated by law to put our clients' interests ahead of our own. We sell no financial products and do not work on commission. We charge clients a percentage of assets under management or hourly project fees.

Whether you work with us, or someone else, you should have full confidence that your financial advisor knows you well, understands your goals, and is making prudent investment decisions on your behalf.

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,983 Connecticut wealth managers were considered for the award; 433 (22 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.